+5.9%
AMZN vs CCL
-26.7%
+32.6%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -1.4% |
| 7D | -1.0% | -4.4% | +3.4% | -0.1% |
| 30D | -9.2% | -18.2% | +9.0% | -5.7% |
| 3M | +3.4% | -17.7% | +21.1% | +7.1% |
| 6M | +18.2% | -13.0% | +31.2% | +20.2% |
| YTD | +9.3% | -24.5% | +33.8% | +12.5% |
| 1Y | +5.9% | -26.9% | +32.9% | +7.6% |
| All | +5.9% | -26.7% | +32.6% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CCL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling